Affiance Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $869K | Buy |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $471K | Hold |
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|
2023
Q2 | $529K | Hold |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $363K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $368K | Hold |
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|
2021
Q4 | $387K | Hold |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $424K | Hold |
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|
2021
Q1 | $382K | Hold |
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|
2020
Q4 | $352K | Hold |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $263K | Hold |
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|
2019
Q4 | $288K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $322K | Sell |
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|
2018
Q2 | $288K | Sell |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $337K | Buy |
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|
2017
Q3 | $308K | Sell |
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|
2017
Q2 | $331K | Sell |
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|
2017
Q1 | $306K | Sell |
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|
2016
Q4 | $270K | Sell |
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|
2016
Q3 | $283K | Sell |
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|
2016
Q2 | $313K | Hold |
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|
2016
Q1 | $313K | Hold |
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|
2015
Q4 | $280K | Hold |
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|
2015
Q3 | $277K | Sell |
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|
2015
Q2 | $321K | Hold |
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|
2015
Q1 | $343K | Hold |
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|
2014
Q4 | $358K | Buy |
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